Balances in separate places
Mortgages, cards and finance agreements rarely share one useful view.
Features / Loans Payable & CreditYour commitments.
What do we owe, and what comes next?
Your commitments.
In plain sight.
A healthy-looking bank balance is only one part of the picture. Seeing what you owe alongside what you own makes the next conversation much more useful.
WHEN THE PICTURE ISN'T CLEAR
The questions behind the feature.
Monthly commitments overlooked
A balance alone does not show the pressure of upcoming repayments.
Lending and borrowing confused
Money owed to you is not the same as money you owe to someone else.
HOW IT HELPS
From scattered details
to useful context.
Keep borrowing, credit cards and finance visible alongside your assets. Understand the balances and repayment commitments that affect your next decision.
- 01
List your commitments
Organise recorded borrowing and credit against the responsible person or entity.
- 02
Keep terms beside balances
Use the intended payable-loan workflow to review rates, repayment amounts and dates where supported.
- 03
Put debt in context
Include liabilities in the wider wealth picture while keeping payable loans separate from receivables.
A CLEARER PLACE TO START
Bring the pieces together.
One family. One picture. More considered decisions.
Continue to the app